Benjamin B. Taylor
Benjamin B. Taylor serves as the Brick
Financial Management’s sole investment advisor and manages equity and balanced portfolios on behalf of clients.
Ben has over
a decade and a half experience in the financial services business including research,
security analysis and portfolio management. He began his career in financial
services a consultant with KPMG Consulting. After KPMG and prior to founding
Brick Financial, Ben worked for several years at the investment banking firm of
Lehman Brothers. While at Lehman, he refined the value-oriented investment
philosophy that he uses in guiding the portfolios of Brick Financial’s clients.
Ben earned his B.A. from Lehigh University in Pennsylvania. He is an active member in the New Jersey
chapter of the National Association of Black Accountants
(NABA), the CFA Institute
(CFA) and is a
CFA® candidate. Ben is active in his community and is a fitness
enthusiast.

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a guarantee of future performance.